Every contact, conversation and deal in one place — because the pipeline lives right where the messaging happens. No more updating a CRM that nobody opens.
Most CRMs are a separate app your reps forget to open. Notes live in WhatsApp, deals live in someone's head, and by Friday the pipeline is fiction. Convrly puts the record where the conversation already is.
On self-hosted, your entire CRM — every contact, note and deal — lives on your own server, not locked inside a vendor's cloud. And on every plan there's no per-seat or per-contact charge: the price doesn't climb just because you added a teammate or grew your list.
Each contact carries a complete timeline — every WhatsApp message, email, call, form submission and payment attached automatically. No more stitching a story together across five apps to remember who someone is and what they wanted.
Because deals live where the conversation happens, reps update the pipeline as they work — not in a Friday scramble. Drag deals through your stages and see at a glance what's stuck, what's stalling and what's about to close.
Share a booking link and let leads pick a slot. Confirmations and reminders go out automatically over WhatsApp and email, and every booking lands on the contact record and in your pipeline.
A coaching business
A lead fills a form at 9pm. It lands as a contact with the source and message attached, gets auto-assigned, and a welcome WhatsApp goes out. By the time the coach opens Convrly in the morning, the reply, the booked call and the payment are all already on the one timeline — no data entry, no hunting across apps.
Leads from forms, chat, WhatsApp and calls land as contacts automatically — no manual entry.
Segment by tags, assign owners and move deals through stages your whole team can see.
Message, call and book meetings from inside the contact — every touch logged against the record.
All of this ships as part of the platform — no add-on tiers, no per-feature upsell.
One timeline per contact across WhatsApp, email, calls and forms.
Drag deals through stages; see what's stuck and what's closing.
Assign owners, set permissions, unlimited seats at no extra cost.
Scheduling with confirmations and reminders wired into the pipeline.
Slice your list any way you sell and target broadcasts precisely.
Every message, call and payment logged automatically — nothing to fill in.
Yes — bring contacts in by CSV or connect a source during onboarding. Records merge cleanly with their tags and custom fields intact.
No per-seat charge on any plan. Self-hosted has no per-contact cap beyond your own server's capacity; Cloud plans scale with your tier.
Yes. WhatsApp, email, live chat, calls, forms and payments all write to the same contact timeline automatically — that's the whole point of one platform.
Book a demo and we'll show you the full platform — CRM, automation and AI calling — on one instance. No subscription pitch.